Mergers & Acquisitions
Finding The Right Strategy for a Better Deal
In any M&A deal, tax considerations play a significant role in determining value, structure, and risk. Whether you’re buying, selling, or restructuring, the tax decisions you make today will shape the success of the transaction tomorrow. We help business owners, legal advisors, and investors navigate the tax complexities of mergers, acquisitions, and divestitures. From due diligence to post-transaction integration, our team provides practical, proactive tax strategies that protect your interests and unlock value. HW Partners is more than compliance; we’re your partner in building a better transaction.
Our M&A Tax Services Include:
Tax Due Diligence
We assess risks, exposures, and structuring opportunities before a deal is finalized, so you move forward fully informed.
Deal Structuring
We help buyers and sellers structure share or asset transactions for optimal tax efficiency, minimizing liabilities and maximizing after-tax value.
Purchase & Sale Planning
We work with both sides to design transition strategies that meet business goals while minimizing unintended tax consequences.
Post-Transaction Integration
We advise on reorganizations, elections, and adjustments following the deal’s close to align your new structure with your long-term strategy.
Owner-Manager Exit Planning
For sellers, we ensure transactions are aligned with retirement, succession, or CDA strategies, and preserve as much value as possible.
Why Clients Trust HW Partners for M&A Support
- Deep tax expertise across a range of industries and deal types
- Practical guidance that balances tax strategy with deal dynamics
- Clarity in high-stakes, time-sensitive situations
Meet the Team Behind Our M&A Tax Planning
From early conversations to closing day and beyond, our team delivers trusted support through every stage of a transaction.
In M&A, timing is tight, stakes are high, and details matter. We help clients make confident moves with tax strategies that hold up long after the deal is done.
~ Todd Hamilton, Partner
Planning a Deal? Let’s Talk Early.
Whether you’re in early conversations or ready to sign, HW Partners brings tax clarity to every stage of the transaction.